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Citywire Ratings: uncovering the Americas’ ratings elite

Market Snapshot

In total 126 managers received a rating for their performance on funds registered for sale in Peru and/or Chile this month. Those managers have received a total of 23 AAA, 39 AA and 122 A ratings among the two countries that comprise the Citywire's Americas universe.

We currently track 962 managers running 1,282 funds, of which 674 have the necessary track record to warrant inclusion in our ratings.

According to the fund’s most recent factsheet, the BGF US Dollar Short Duration Bond A2 USD fund had 90.2% allocated to investment grade debt, with 31.9% in BBB-rated paper. The remaining 9.8% was invested in BB-rated bonds.

On an absolute basis, the fund doubled the performance of its Citywire benchmark, the BofA Merrill Lynch US Corp & Govt 1-3 Years TR index, over the past 36 months. The fund returned 10.38% during this period, while the index rose 5.19% in US dollar terms.

Over the past 36 months, Taubes has posted a strong risk-adjusted performance. In absolute terms, he has returned 23.24% in local currency terms, while the fund’s benchmark, the Barclays US Aggregate Bond TR, returned 17.11%.

Group ratings

In the group stakes, the top three ranking sees JP Morgan Asset Management lead the way with 22 rated managers. This is while Fidelity has 17 rated managers and Morgan Stanley Investment Management sits in third place with 16 rated managers.

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